APP
Avantax Planning Partners’s Paychex PAYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
4,080
-55
| -1% | -$8K | 0.02% | 244 |
|
|
2025
Q1 | $638K | Buy |
4,135
+902
| +28% | +$139K | 0.02% | 224 |
|
|
2024
Q4 | $453K | Sell |
3,233
-2
| -0.1% | -$280 | 0.02% | 271 |
|
|
2024
Q3 | $434K | Sell |
3,235
-267
| -8% | -$35.8K | 0.02% | 278 |
|
|
2024
Q2 | $415K | Buy |
3,502
+166
| +5% | +$19.7K | 0.01% | 315 |
|
|
2024
Q1 | $410K | Sell |
3,336
-202
| -6% | -$24.8K | 0.01% | 315 |
|
|
2023
Q4 | $421K | Sell |
3,538
-349
| -9% | -$41.6K | 0.02% | 256 |
|
|
2023
Q3 | $448K | Buy |
3,887
+430
| +12% | +$49.6K | 0.02% | 237 |
|
|
2023
Q2 | $387K | Buy |
3,457
+140
| +4% | +$15.7K | 0.02% | 257 |
|
|
2023
Q1 | $380K | Buy |
3,317
+37
| +1% | +$4.24K | 0.02% | 257 |
|
|
2022
Q4 | $379K | Hold |
3,280
| – | – | 0.02% | 264 |
|
|
2022
Q3 | $368K | Sell |
3,280
-92
| -3% | -$10.3K | 0.02% | 255 |
|
|
2022
Q2 | $384K | Sell |
3,372
-256
| -7% | -$29.2K | 0.02% | 246 |
|
|
2022
Q1 | $495K | Hold |
3,628
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $495K | Hold |
3,628
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $408K | Sell |
3,628
-35
| -1% | -$3.94K | 0.02% | 222 |
|
|
2021
Q2 | $393K | Hold |
3,663
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $359K | Buy |
3,663
+97
| +3% | +$9.51K | 0.02% | 217 |
|
|
2020
Q4 | $332K | Sell |
3,566
-518
| -13% | -$48.2K | 0.02% | 206 |
|
|
2020
Q3 | $326K | Buy |
4,084
+182
| +5% | +$14.5K | 0.02% | 220 |
|
|
2020
Q2 | $296K | Sell |
3,902
-200
| -5% | -$15.2K | 0.02% | 218 |
|
|
2020
Q1 | $258K | Sell |
4,102
-99
| -2% | -$6.23K | 0.02% | 221 |
|
|
2019
Q4 | $357K | Buy |
4,201
+209
| +5% | +$17.8K | 0.02% | 211 |
|
|
2019
Q3 | $330K | Sell |
3,992
-270
| -6% | -$22.3K | 0.02% | 220 |
|
|
2019
Q2 | $362K | Sell |
4,262
-918
| -18% | -$78K | 0.02% | 208 |
|
|
2019
Q1 | $415K | Sell |
5,180
-7
| -0.1% | -$561 | 0.03% | 184 |
|
|
2018
Q4 | $338K | Buy |
5,187
+2,738
| +112% | +$178K | 0.03% | 185 |
|
|
2018
Q3 | $180K | Buy |
+2,449
| New | +$180K | 0.01% | 253 |
|
|
2018
Q2 | – | Sell |
-5,070
| Closed | -$312K | – | 1095 |
|
|
2018
Q1 | $312K | Sell |
5,070
-307
| -6% | -$18.9K | 0.03% | 223 |
|
|
2017
Q4 | $366K | Sell |
5,377
-2,127
| -28% | -$145K | 0.03% | 206 |
|
|
2017
Q3 | $450K | Sell |
7,504
-5
| -0.1% | -$300 | 0.04% | 218 |
|
|
2017
Q2 | $428K | Sell |
7,509
-494
| -6% | -$28.2K | 0.04% | 208 |
|
|
2017
Q1 | $471K | Sell |
8,003
-625
| -7% | -$36.8K | 0.04% | 187 |
|
|
2016
Q4 | $525K | Buy |
+8,628
| New | +$525K | 0.06% | 158 |
|